RSMR launches Passive Plus MPS range with five portfolios to market

Range is aimed at advisers who prefer the simplicity of passive funds

Hope Coumbe
clock • 1 min read

Ratings agency RSMR is today (29 February) introducing its Passive Plus managed portfolio service (MPS) range aimed at advisers who prefer the simplicity and charging structure of passive funds.

The five portfolios - Cautious, Prudent, Balance, Growth, and Dynamic - are comprised mainly of RSMR-rated passive funds with targeted exposure to actives for diversification. "The passive plus strategy has worked really well for advisers and their clients in a variety of markets," head of MPS Stewart Smith said. "The exposure to RSMR-rated active funds, sitting alongside the larger exposure to passive funds, is targeted where it can add value." The funds within the portfolios come from a range of groups including Fidelity, HSBC, iShares, Legal & General and Vanguard. Smith said di...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FIF25: House of Lords member calls for stronger international economic cooperation

FIF25: House of Lords member calls for stronger international economic cooperation

Economics often a driver of geopolitical instability

Sorin Dojan
clock 04 June 2025 • 2 min read
Woodford sets date for portfolio platform launch

Woodford sets date for portfolio platform launch

W4.0 will launch on Friday 6 June

Cristian Angeloni
clock 03 June 2025 • 1 min read
FCA seeks feedback on stablecoin and crypto policy proposals

FCA seeks feedback on stablecoin and crypto policy proposals

Feedback deadline set at 31 July

Patrick Brusnahan
clock 29 May 2025 • 1 min read